άλφα
Conceptually, alpha is used to assess the excess returns of an investing strategy relative to industry standards. Alpha is constantly pursued by capital market participants but is very uncommon and difficult to reproduce consistently.
Defi Alpha – Archive

Shiny Coins #26 – Warsh Hikes, Zcash Prints $1,500, Uniswap Gets the Stock Tape
Friday, September 18, 2026. Bitcoin last printed around $81,200, up about +5% on seven days that started with a Fed chair and ended with an $81k screenshot. Last Saturday we sat near $77,280 waiting for Wednesday. The FOMC delivered exactly what the hot core print had advertised: a unanimous 25-basis-point hike to a 3.75–4.00% funds range — the first increase since 2023 — and a dot plot that still wants another quarter-point before year-end. Ch…

Shiny Coins #25 – Zcash Tags $1,300 as CPI Hands the Bid to Ethereum
Saturday, September 12, 2026. Bitcoin last printed around $77,280, down −3.0% on seven days that hid two circuses. The tape leaked from last Friday’s ~$79,670 close into the mid-$76,000s, then August CPI landed: headline +0.4% / +3.4% year-over-year in line, core +0.3% versus 0.2% expected, annual core 2.4%. Bitcoin wicked to roughly $76,050, ripped toward $79,800, and parked back at $77k. Spot bitcoin ETFs flipped last week’s $731 million infl…

Shiny Coins #24 – Four-Digit Zcash Steals the Week as Payrolls Clip the $82K Wick
Friday, September 4, 2026. Bitcoin last printed around $79,670, up a quiet-looking +2.9% on seven days that hid a full circus. The tape climbed from the high-$77,000s into a $82,281 wick after Fed Governor Christopher Waller said a September hold was still on the table and spot bitcoin ETFs booked a fat inflow day — CoinDesk put Thursday’s haul near $731 million. Strategy added another 4,603 BTC (~$370 million) after its summer pause. Then the…

Win While You Stake: Gamified DeFi on Solana 🎰
Tramplin is a gamified, prize-linked staking protocol native to the Solana blockchain. Designed to merge decentralized finance (DeFi) yields with lottery mechanics, the protocol enables users to stake supported assets while automatically participating in recurring prize draws.
Instead of traditional, static staking where participants only accrue standard yields, Tramplin aggregates collective staking rewards to fund automated jackpot prize p…
| Altcoins, DeFi, Solana, Yield farming

Shiny Coins #22 – Privacy Coins and Degens Hijack Bitcoin’s Best Week in Years as Greed Floods Back In
Bitcoin closed the week near the mid-$77,000s after a roughly 23–24% climb from the low $63k region, its strongest weekly performance in years. Total crypto market capitalization expanded into the $2.66–2.72 trillion range. Bitcoin dominance hovered around 57–58.5%, giving alts some room to breathe. The Fear & Greed Index flipped hard from the mid-20s/30s (fear) last week into the low-to-mid 70s (greed), with some readings touching extreme…

Shiny Coins #21 – Privacy Shields and AI Oracles Hold the Line as Fear Lingers
Bitcoin is hovering near the $63,000 level on August 15, 2026, after a roughly 3% decline over the past seven days from the mid-$64,000s–$65,000 area. Dominance sits around 56%, total crypto market capitalization is approximately $2.25 trillion after a mild weekly pullback, and the Fear & Greed Index is reading in the mid-30s (Fear). Macro remains a headwind with ongoing rate and regulatory uncertainty, yet certain narratives refuse to die…

Sustainable APY with Stablecoins & $BERA: Inside Berachain’s BBB Strategy
What is Berachain?
Berachain
is a high-performance, EVM-compatible Layer-1 blockchain built on a novel consensus mechanism called Proof-of-Liquidity (PoL). Unlike traditional Proof-of-Stake (PoS) blockchains that freeze user capital in validator lockups, Berachain turns block rewards from a network expense into growth capital for on-chain applications.
The ecosystem operates around an integrated native DeFi stack:
BeraHub: The cent…

Shiny Coins #20 – Extreme Fear Meets Selective DeFi Heat as UNI Steals the Spotlight
Bitcoin spent the final day of July sliding, trading near $63,870 (down roughly 1.3% on the day in some snapshots) and settling in the low-to-mid $64,000 range across major trackers, with 7-day performance roughly flat to slightly negative around –0.7%. Dominance held firm near 56.5%. Total crypto market capitalization hovered around $2.26–$2.3 trillion. The Fear & Greed Index sat at 24–25, firmly in Extreme Fear territory, reflecting persi…
| Altcoins, DeFi, Trading, Yield farming

Shiny Coins #19 – Privacy Shields, RWA Rails & DAO Tools Cut Through the Fear Fog
It’s July 17, 2026 and the crypto market is giving off mixed signals. Bitcoin is hovering around $63,800–$64,100, dominance sitting near 56.3–56.5%, and the total crypto market cap is roughly $2.25–2.26 trillion with mild weekly pressure. The Fear & Greed Index is parked at 27 (Fear) — the clearest sign that broad risk appetite remains subdued even as some macro hopes (rate-cut chatter, ETF flows) flicker.
Yet beneath the cautious surfac…

A Long-Term Strategy for Secure Asset Growth via Institutional MetaMorpho Vaults
🔍 What is MetaMorpho on Morpho Blue?
MetaMorpho represents the state-of-the-art optimization and curation layer engineered directly on top of Morpho Blue—a highly minimalistic, immutable, and non-custodial decentralized lending primitive. While traditional lending protocols pool all capital together and expose depositors to systemic collateral risks, Morpho Blue breaks down lending into individual, isolated asset pairs (e.g., lending USDC s…
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